Our April 28 webinar, Market Outlook with J.P. Morgan, is now available to watch.
For plan sponsors, 2026 has brought a noisier-than-usual environment. Geopolitical conflict, oil price swings, questions on inflation, and an uncertain Fed path all create context that participants are reacting to, often in real time. Putting that context in perspective is part of making good decisions for the people in your plan.
In this session, Meera Pandit, CFA, Executive Director and Global Market Strategist with J.P. Morgan Asset Management, joined Renn Williams for a discussion of the current market and economic picture and what it means for retirement plan investors.
Topics covered:
- How geopolitical conflict has historically affected equity markets, and what’s different this time in oil
- Where inflation is headed and why the trajectory doesn’t look like 2022
- What the Fed is signaling on rate cuts and why markets are pricing in little movement
- Why income generation is the priority in fixed income right now
- How historic levels of equity concentration are affecting portfolios, and the case for broader diversification
- What history says about staying invested through volatility rather than trying to time a recovery
One hour, focused on the context plan sponsors need for the conversations they’re already having with participants.
Watch the replay above.